Personal Finances

Bridging the Gap Between Siblings’ Finances
Personal Finances

Bridging the Gap Between Siblings’ Finances

Alex Melkumian, PsyD, LMFT | March 1, 2022

It can be difficult when one sibling has greater financial means than another. Here’s how to maintain your relationship despite your different financial situations.

Little-Known Tools for Retirement and Estate Planning
Estate Planning

Little-Known Tools for Retirement and Estate Planning

Robert Carlson | February 15, 2022

The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…

Ways to Estimate Life Expectancy
Personal Finances

Ways to Estimate Life Expectancy

David Blanchett, PhD, CFP, CFA | February 13, 2022

Instead of focusing on how long your parents lived, or using the Social Security calculator, here are better ways to estimate your life expectancy.

How to Choose a Charity Worthy of Your Money
Charitable Giving

How to Choose a Charity Worthy of Your Money

Stacy Steele | February 13, 2022

The year is winding down…and that means donation time is nearing. Nonprofits will start filling mailboxes and airwaves with appeals…

Today’s Solar Power: More Affordable and Accessible
Money Savers

Today’s Solar Power: More Affordable and Accessible

Vikram Aggarwal, CFA | January 17, 2022

Just a decade ago, the decision to install solar panels on a home often was more eco-minded than economic. But…

Fix Your Financial Relationship With Your Partner
Personal Finances

Fix Your Financial Relationship With Your Partner

Kathleen Burns Kingsbury | January 3, 2022

In many households, one partner handles the finances while the other is disengaged. In fact, only one in five couples…

Great Actively Managed Funds to Invest In Now
Personal Finances

Great Actively Managed Funds to Invest In Now

David Snowball, PhD | December 25, 2021

If you are fed up with the high fees and mediocre performance of your mutual funds, you’re not alone. Over…

The Best Credit Card Deals Now
Credit & Debt

The Best Credit Card Deals Now

December 23, 2021

When you close a credit card account, your available credit declines…the percentage of available credit you're using climbs. That costs you points on your credit score.

Closing Unused Credit Card Accounts Hurts Your Credit Score
Credit & Debt

Closing Unused Credit Card Accounts Hurts Your Credit Score

December 22, 2021

When you close a credit card account, your available credit declines…the percentage of available credit you're using climbs. That costs you points on your credit score.

Medicare Enrollment Which Medigap Plan Is Best for You?
Medical Expenses

Medicare Enrollment Which Medigap Plan Is Best for You?

Danielle ­Roberts | December 19, 2021

Only two of the 10 plans Medigap plans offered during open enrollment in 2021—G and N—are worth considering.

Smart Money Strategies for 2022
Personal Finances

Smart Money Strategies for 2022

December 15, 2021

The post-pandemic economy and consumer spending are robust. But surging inflation…global supply shortages…stocks near record highs…and bond yields near record…

How to Get Rid of Your Timeshare
Personal Finances

How to Get Rid of Your Timeshare

Brian Rogers | December 14, 2021

Getting out from under a timeshare that you no longer want can be expensive and difficult. Here are the steps to take to making it easier.

7 Costly IRA Withdrawal Mistakes to Avoid
Personal Finances

7 Costly IRA Withdrawal Mistakes to Avoid

Ed Slott, CPA | November 30, 2021

A single mistake in withdrawing money from an IRA can derail decades of contributions. Here’s how to avoid the traps.

Choosing the Best-Value Wine on the Menu
Personal Finances

Choosing the Best-Value Wine on the Menu

November 14, 2021

The next time you order wine off a restaurant's wine list, go ahead and buy the second-cheapest bottle—surprisingly, it does not have the highest markups in price.

The Death of Cash
Money Savers

The Death of Cash

Lisa Ellis | November 14, 2021

If you want to find the big stock winners for the next decade, take a look at powerful growth trends…